KFG
IVW icon

Kelly Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kelly Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$547K Buy
3,977
+8
+0.2% +$1.06K 0.12% 55
2026
Q1 		$449K Buy
3,969
+262
+7% +$31.5K 0.11% 57
2025
Q4 		$457K Sell
3,707
-152
-4% -$18.6K 0.12% 52
2025
Q3 		$466K Sell
3,859
-188
-5% -$21.6K 0.12% 51
2025
Q2 		$446K Buy
4,047
+22
+0.5% +$2.18K 0.13% 51
2025
Q1 		$374K Buy
4,025
+878
+28% +$88.5K 0.12% 55
2024
Q4 		$320K Buy
+3,147
New +$314K 0.11% 55

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Kelly Financial Group's IVW Position: Q2 2026 in Review

Kelly Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q2 2026, buying an estimated $1.06K and bringing the position to 3,977 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #55.

Kelly Financial Group first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kelly Financial Group held 3,977 shares of iShares S&P 500 Growth ETF worth $547K as of Q2 2026.
  • Kelly Financial Group bought 8 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.06K.
  • iShares S&P 500 Growth ETF made up 0.12% of Kelly Financial Group's portfolio in Q2 2026, its #55 holding.
  • Kelly Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.